IMCA Publication Examines Central Banking and Practice Management Topics

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Global investors seeking greater income from their portfolios should consider allocations across a broad range of income-producing investments with unique risk and return characteristics, according to a recent article published by Investment Management Consultants Association® (IMCA®) in its bimonthly, peer-reviewed magazine, Investments & Wealth Monitor.

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With 2013 marking the 100th anniversary of the Federal Reserve, we felt it was fitting to dedicate this issue of Investments & Wealth Monitor to the topic of central banking.

Global investors seeking greater income from their portfolios should consider allocations across a broad range of income-producing investments with unique risk and return characteristics, according to a recent article published by Investment Management Consultants Association® (IMCA®) in its bimonthly, peer-reviewed magazine, Investments & Wealth Monitor. The article, “Alternatives to Treasuries in a Low-Yield Environment,” states that investors seeking more income must understand the dynamics of income markets and the associated principal risks to best allocate their portfolios.

Other articles in the May/June issue of Investments & Wealth Monitor provide history and context around how central banks have responded to financial crises and an educational look at the gold standard monetary system. Practice management articles offer new ideas for evaluating managers and five strategies for becoming a more female-friendly advisor.

“With 2013 marking the 100th anniversary of the Federal Reserve, we felt it was fitting to dedicate this issue of Investments & Wealth Monitor to the topic of central banking,” said David Koulish, CPWA®, CFP®, chair of the publication’s editorial advisory board. “These and other macroeconomic topics are increasingly important for investment advisors and wealth managers to fully understand in order to best serve clients in today’s low-yield environment.”

The publication’s “Inside IMCA” section features a new profile in a series of IMCA’s certification holders, and a recap of research from the Aite Group that proves CIMA® professionals stand above other financial advisors in a number of categories.

Click here to read the latest Investments & Wealth Monitor on IMCA’s website.

About IMCA

Established in 1985, IMCA is a nonprofit professional association and credentialing organization with more than 9,000 individual members. IMCA members collectively manage more than $1.9 trillion, providing investment consulting and wealth management services to individual and institutional clients. Since 1988, IMCA has offered the Certified Investment Management Analyst® (CIMA®) certification, which earned accreditation by the American National Standards Institute (ANSI) in April 2011, making it the first financial services credential in the United States to meet international standards (ISO 17024) for personnel certification. IMCA’s Certified Private Wealth Advisor® (CPWA®) certification is suited for wealth management professionals working with high-net-worth clients. In 2012, IMCA conferences and workshops hosted approximately 4,000 attendees.

IMCA® and Investment Management Consultants Association® are registered trademarks of Investment Management Consultants Association Inc. CIMA®, Certified Investment Management Analyst®, CIMC®, CPWA®, and Certified Private Wealth Advisor® are registered certification marks of Investment Management Consultants Association Inc. Investment Management Consultants Association Inc. does not discriminate in educational opportunities or practices on the basis of race, color, religion, gender, national origin, age, disability, or any other characteristic protected by law.

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